Complete Family Wealth (2nd Edition)
Wealth as Well-Being, Bloomberg Series
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Complete Family Wealth (2nd Edition)
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Narrado por:
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Jamie Renell
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Complete Family Wealth: Wealth as Well-Being provides proven tools and best practices for families of means to use in maturing, maintaining, and managing personal and legacy wealth long into the future. The book is divided into three parts: the "what" - what is meant by family, wealth, and enterprise; the "who" - the persons crucial to family enterprise flourishing; and the "how" - specific practices families can use to enhance and grow family wealth.
The second edition of this work places the health and well-being of the individual members of the family unit at the forefront of every aspect detailed within the book. A natural product of this focus is an increased awareness of the social complexities of wealth that have come to the fore in recent years, and the team of expert authors here address the responsibility of private wealth to the public good. In addition, Complete Family Wealth's second edition provides listeners with: a new chapter on "the big reveal", suggesting ways to encourage positive, life-affirming reception of the revelation of present or future wealth; an additional chapter on preserving the beloved family vacation home; two new appendices: "Fiduciary Course Curriculum" and "Key Practices for Families During Challenging Times"; and examples that make these practices accessible to a broad audience across the wealth spectrum.
©2022 James E. Hughes, Susan E. Massenzio, Keith Whitaker (P)2022 Ascent AudioLos oyentes también disfrutaron...
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- Versión completa
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General5 out of 5 stars 3
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Narración:5 out of 5 stars 3
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Historia5 out of 5 stars 3
Why do some families thrive for generations? What accounts for the sad deterioration that others experience? This book takes families and the professionals who serve them beyond the now widely accepted practices offered in Family Wealth and offers a view of Hughes's panoramic insights into what makes families flourish and fail. It lays out the basis for the vision of family governance the author has been developing through his work and research.
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Living Trusts for Everyone, Second Edition
- Why a Will Is Not the Way to Avoid Probate, Protect Heirs, and Settle Estates
- De: Ronald Farrington Sharp
- Narrado por: Timothy Andrés Pabon
- Duración: 4 h y 9 m
- Versión completa
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General4.5 out of 5 stars 176
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Narración:4.5 out of 5 stars 149
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Historia4.5 out of 5 stars 148
Living Trusts for Everyone is the best resource for setting up a living trust. Explaining in specific terms what benefits a trust will have, Ronald Farrington Sharp gives the tools necessary to set up a loved one's trust with no lawyers and no expense. Wills benefit lawyers. Trusts benefit the clients. Too often lawyers sell wills to clients only to sit back and wait to sell their probate services to their clients' heirs. Ronald Farrington Sharp describes the best way to handle modern estate planning.
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1 out of 5 stars
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Misguided and biased
- De beckkia en 12-24-20
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Estate & Trust Administration for Dummies, 2nd Edition
- De: Kathryn A. Murphy, Margaret A. Munro
- Narrado por: Emily Durante
- Duración: 18 h y 35 m
- Versión completa
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General3.5 out of 5 stars 16
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Narración:3.5 out of 5 stars 10
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Historia3.5 out of 5 stars 10
As more and more of the population reach senior ages-including baby boomers, many of whom do not have wills-an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration for Dummies guides you through the confusing process of administering an estate and/or trust.
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4 out of 5 stars
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Usefulness in this format depends on your aims
- De Philo en 01-03-20
De: Kathryn A. Murphy, y otros
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Build Your Family Bank
- A Winning Vision for Multigenerational Wealth
- De: Emily Griffiths-Hamilton
- Narrado por: Emily Griffiths Hamilton
- Duración: 4 h y 18 m
- Versión completa
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General4.5 out of 5 stars 42
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Narración:4.5 out of 5 stars 39
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Historia4.5 out of 5 stars 38
Why do 70 percent of wealth-transition plans fail? This is the question that Emily Griffiths-Hamilton sets out to answer in Build Your Family Bank, an audiobook that looks closely at the core causes of wealth erosion and failed transition plans and offers a set of strategies for building successful wealth-transition plans that will benefit many generations.
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3 out of 5 stars
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It felt like chapters were missing
- De PC en 08-28-20
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The Cycle of the Gift
- Family Wealth and Wisdom
- De: James E. Hughes, Susan E. Massenzio, Keith Whitaker
- Narrado por: Alex Barrett
- Duración: 4 h y 49 m
- Versión completa
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General4.5 out of 5 stars 15
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Narración:4 out of 5 stars 15
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Historia4.5 out of 5 stars 15
Giving is at the core of family life - and with current law allowing up to $5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the tax saving and wealth management implications, giving to family members opens up a slew of thorny questions, the biggest of which is, "How do I prepare recipients of such large gifts?"
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3 out of 5 stars
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Worthwhile- a bit labored
- De Kathleen en 12-04-22
De: James E. Hughes, y otros
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Family Inc.
- Using Business Principles to Maximize Your Family's Wealth
- De: Douglas P. McCormick
- Narrado por: Walter Dixon
- Duración: 6 h y 56 m
- Versión completa
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General4.5 out of 5 stars 15
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Narración:4 out of 5 stars 10
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Historia4 out of 5 stars 10
Family Inc. is not just a personal finance book; it is a "how to" guide for achieving financial security. By borrowing time tested principles used in business and applying them to family financial planning, Family Inc. provides a powerful framework for navigating all of life's big financial decisions. You will learn how to think strategically as the Family Chief Financial Officer; how to make investments in education and yourself to benefit your career; how to manage your hard-earned money to make it work for you; and much more.
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5 out of 5 stars
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Hits the highlights quick
- De Placeholder en 08-18-20
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The Trust Codex
- Securing Your Legacy The Entrepreneurs guide to a Non-Grantor, Irrevocable, Discretionary Spendthrift Trust
- De: Josh Nelson
- Narrado por: Virtual Voice
- Duración: 1 h y 1 m
- Versión completa
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General5 out of 5 stars 3
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Narración:5 out of 5 stars 3
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Historia5 out of 5 stars 3
Unlock the secrets to securing your financial future with **"The Comprehensive Trust Codex."** This revolutionary guide explores the intricate realm of common law trusts, providing you with unique insights that empower you to effectively protect your family and assets. Learn how to leverage a specialized whole life policy to generate wealth for your estate—an essential strategy that has been kept hidden from the public by the affluent. Discover proven methods to minimize your tax liabilities while ensuring that your wealth is safely passed down to future generations. Filled with practical...
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5 out of 5 stars
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How The Lack Of Knowledge Keeps Us Dead
- De John Ezra Dew en 12-09-24
De: Josh Nelson
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The Voice of the Rising Generation
- Family Wealth and Wisdom
- De: James E. Hughes, Keith Whitaker, Susan Massenzio
- Narrado por: Paul L. Coffey
- Duración: 3 h y 26 m
- Versión completa
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General3 out of 5 stars 2
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Narración:3 out of 5 stars 1
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Historia2 out of 5 stars 1
Growing up in a family with significant wealth or a family business can often feel like an exercise in silence. What should you ask? Whom should you ask? When? Is it ever right to talk about such things? The Voice of the Rising Generation speaks directly to those who find themselves living in that silence, the so-called "next generation". Great wealth or a family business can act like a "black hole", sapping the dreams and aspirations of future generations who feel that they can never measure up to the fortune's founder.
De: James E. Hughes, y otros
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The Tax and Legal Playbook
- Game-Changing Solutions To Your Small Business Questions, 2nd Edition
- De: Mark J. Kohler
- Narrado por: Christopher Grove
- Duración: 10 h y 9 m
- Versión completa
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General5 out of 5 stars 244
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Narración:4.5 out of 5 stars 207
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Historia4.5 out of 5 stars 206
Attorney and CPA Mark J. Kohler targets the leading tax and business issues among small business owners, across all stages of business, and delivers a practical guide to the fundamental tax and legal conflicts faced by new and established entrepreneurs. Coached by Kohler, business owners are armed to seek out the right professionals relevant to their concerns, confidently ask the right questions, and ultimately, save time, money, and in many cases, potential heartache.
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3 out of 5 stars
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great info, good luck finding it again.
- De Anonymous User en 01-26-20
De: Mark J. Kohler
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The Only Book You’ll Ever Need on Small Business Taxes
- Tax Secrets, Legal Loopholes, & Deductions to Save You Money (Plus Bookkeeping and Accounting for Beginners)
- De: Garrett Monroe
- Narrado por: N.W. Edwards
- Duración: 3 h y 56 m
- Versión completa
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General5 out of 5 stars 26
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Narración:5 out of 5 stars 26
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Historia5 out of 5 stars 26
Ever thought business taxes were a nightmare of endless forms and impossible deductions? Easily take control, save money, and master the strategies that the pros use to keep more of what you earn. Picture this: a tax guide so comprehensive and accessible, it turns dreaded tax season into a stress-free, money-saving opportunity. No more guesswork, no more—just simple steps that keep your business out of trouble and your income in your pocket.
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5 out of 5 stars
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It is easier than I thought
- De Kevin Almiron en 02-15-25
De: Garrett Monroe
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Entrusted
- Building a Legacy That Lasts
- De: Andrew L. Howell, David R. York
- Narrado por: Andrew L. Howell
- Duración: 5 h y 28 m
- Versión completa
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General4.5 out of 5 stars 103
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Narración:4.5 out of 5 stars 89
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Historia4.5 out of 5 stars 89
When it comes to estate planning and the effective transfer of wealth, most discussions involving the terms wealth and money use those terms interchangeably. Although the two are not the same, most estate planners today do not even broach this concept with their clients or include the less-tangible aspects of wealth as they draft an estate plan. They simply develop an estate plan that prepares the family's financial assets to be dumped, divided, deferred, and dissipated among the members of the next generation.
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5 out of 5 stars
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Never too late - or early to start planning
- De Philip M en 12-12-16
De: Andrew L. Howell, y otros
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The 10X Mentor
- De: Grant Cardone
- Narrado por: Grant Cardone
- Duración: 11 h y 37 m
- Grabación Original
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General5 out of 5 stars 1,836
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Narración:5 out of 5 stars 1,635
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Historia5 out of 5 stars 1,629
In The 10X Mentor, available exclusively in audio via Audible, Grant Cardone—business titan, entrepreneur, real estate mogul, New York Times best-selling author, thought leader, philanthropist, and founder of the 10X Growth Conference—takes listeners underwing to teach them the fundamentals of his success, and not just modest success: We’re talking 10X success.
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1 out of 5 stars
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Less is More...Sometimes
- De Amazon Customer en 06-21-22
De: Grant Cardone
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The Only Living Trusts Book You’ll Ever Need
- How to Make Your Own Living Trust, Avoid Probate & Protect Your Heirs (Plus Protect Your Assets & Save Thousands on Taxes) (Estate Planning Guides 2)
- De: Garrett Monroe
- Narrado por: N.W. Edwards
- Duración: 3 h y 47 m
- Versión completa
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General4.5 out of 5 stars 35
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Narración:5 out of 5 stars 34
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Historia4.5 out of 5 stars 34
Unlock true peace of mind with our definitive guide to managing and protecting your assets. This isn't just another dry legal book; it’s your all-in-one solution to creating a living trust that ensures your legacy is exactly as you intend it to be.
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5 out of 5 stars
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Practical Guide to Protect Your Legacy
- De Mark en 10-19-24
De: Garrett Monroe
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The Taxable Investor's Manifesto
- Wealth Management Strategies to Last a Lifetime
- De: Stuart E. Lucas
- Narrado por: Peter Lerman
- Duración: 4 h y 51 m
- Versión completa
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General4.5 out of 5 stars 14
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Narración:5 out of 5 stars 13
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Historia5 out of 5 stars 13
The Taxable Investor's Manifesto: Wealth Management Strategies to Last a Lifetime is written for every investor with taxable wealth and every advisor who serves them. The Taxable Investor's Manifesto guides listeners through a series of related topics, bringing clarity to complexity with an economy of words, while providing valuable and actionable advice at every turn.
De: Stuart E. Lucas
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The Business Owner's Guide to Financial Freedom
- What Wall Street Isn't Telling You
- De: Mark J. Kohler, Randall A. Luebke RFC - contributor
- Narrado por: Matthew Boston
- Duración: 8 h y 52 m
- Versión completa
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General4.5 out of 5 stars 133
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Narración:4.5 out of 5 stars 114
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Historia4.5 out of 5 stars 111
Tailored for small-business owners and entrepreneurs like yourself who are looking for long-term financial planning and wealth management, The Business Owner's Guide to Financial Freedom reveals the secrets behind successfully investing in your business while bypassing Wall Street-influenced financial planners.
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5 out of 5 stars
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Best Business Owner's Finance Book I've Found
- De Anonymous User en 05-25-24
De: Mark J. Kohler, y otros
Lo que los oyentes dicen sobre Complete Family Wealth (2nd Edition)
Calificaciones medias de los clientesReseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.
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Total5 out of 5 stars
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Ejecución5 out of 5 stars
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Historia5 out of 5 stars
- Edward W. Cotney
- 03-20-24
James Hughes rocks it
Excellent book for families seeking to fill an advisor void. All advisors should have this book in their desk if they are truly focused on helping families navigate the pitfalls for generational wealth.
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Total5 out of 5 stars
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Ejecución5 out of 5 stars
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Historia5 out of 5 stars
- Kindle Customer
- 07-19-23
Very informative
This book is very well put together and is worth the time to read and absorb. I recommend it highly.
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